Cornerstone Wealth Management, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cornerstone Wealth Management, LLC
- $1.59 Billion
- Q2 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 147,929 shares of JMOM stock, worth $9.59 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
147,929
Previous 149,953
1.35%
Holding current value
$9.59 Million
Previous $8.45 Million
12.53%
% of portfolio
0.6%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding JMOM
# of Institutions
124Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$752 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.3MShares$279 Million3.33% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$59.9 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$39.4 Million0.01% of portfolio
-
Shore Point Advisors, LLC498KShares$32.3 Million16.23% of portfolio